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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,286 | $190,916-68.9% | $160,037-63.0% | $134,545-55.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.91% | 552.79%-570.7pp | 408.95%-426.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $4,928 | $4,996-1.4% | $4,226+16.6% | $4,742+3.9% |
| Participant deferral / active EE | $9,547 | $6,925+37.9% | $6,184+54.4% | $6,401+49.1% |
| Admin fee / account holder | $725 | $10,497-93.1% | $8,716-91.7% | $11,431-93.7% |